DEE GILL at YCharts.com put up a series of charts to explain the reasons behind Gary Shilling’s bearish view on economies (see Gary Shilling Sticks To His Quarter, What Do You Do?). The reasoning goes like the following: Consumer Disposable Income lags Consumer Price Index (CPI) (remember the gas price?) that leads to lower saving rate [...]

Emerging importance of the "higher-margin food ingredient sector" relates to the desire of health-conscience consumers for non-GMO, gluten-free, low-fat, high protein and high fiber diets, which food companies are responding to and moving toward higher efficiency, sustainability and smaller carbon footprints. Continue…